Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360B
AUM Growth
-$5.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,958
New
Increased
Reduced
Closed

Top Buys

1
+$1.25B
2
+$1.21B
3
+$708M
4
ATVI
Activision Blizzard
ATVI
+$633M
5
ABT icon
Abbott
ABT
+$456M

Top Sells

1
+$1.29B
2
+$910M
3
+$868M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$575M
5
MPLX icon
MPLX
MPLX
+$568M

Sector Composition

1 Technology 11.41%
2 Financials 10.07%
3 Consumer Discretionary 8.39%
4 Healthcare 7.69%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
$11.7M ﹤0.01%
237,410
-50,706
2177
$11.7M ﹤0.01%
433,523
-289,826
2178
$11.7M ﹤0.01%
5,109,532
-1,280,581
2179
$11.7M ﹤0.01%
111,336
-31,478
2180
$11.7M ﹤0.01%
289,772
+55,748
2181
$11.7M ﹤0.01%
924,704
+42,877
2182
$11.6M ﹤0.01%
275,972
-22,100
2183
$11.6M ﹤0.01%
444,444
+134,260
2184
$11.6M ﹤0.01%
233,998
+10,864
2185
$11.6M ﹤0.01%
311,181
+23,401
2186
$11.6M ﹤0.01%
183,881
-4,190
2187
$11.6M ﹤0.01%
565,204
+191,956
2188
$11.6M ﹤0.01%
488,196
+29,274
2189
$11.6M ﹤0.01%
513,063
+26,316
2190
$11.6M ﹤0.01%
242,700
-15,301
2191
$11.5M ﹤0.01%
631,027
+47,973
2192
$11.5M ﹤0.01%
2,025,354
+351,488
2193
$11.5M ﹤0.01%
378,673
-77,856
2194
$11.5M ﹤0.01%
137,473
-47,752
2195
$11.5M ﹤0.01%
97,157
+9,577
2196
$11.4M ﹤0.01%
431,420
-158,059
2197
$11.4M ﹤0.01%
542,425
-55,735
2198
$11.4M ﹤0.01%
324,809
+223,910
2199
$11.4M ﹤0.01%
1,522,504
+284,343
2200
$11.4M ﹤0.01%
1,184
+629
86 87
88
89 90